Tableau: Introduction

Tableau: Introduction

Delivery Option:
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Course ID: C5002

Duration: 2 Days

Location: Flex - San Francisco or Live Online | Click here to schedule private course.


The Tableau Basic Training Course is designed as an introduction to Tableau for beginners. On completing the course, students will have a firm grasp of the basic techniques required to create visualizations, and combine them in interactive dashboards. Specifically, students will meet the following learning outcomes, among others:

  • Creating foundational to advanced visualizations

  • Working with data in Tableau

  • Moving from Foundational to Advanced Visualizations

  • Using row-level and aggregate calculations

  • Formatting a visualization for appearance

  • Adding value to analysis

  • Advanced techniques, tips, and tricks for Tableau 

+ Who Should Attend

As an introductory course, students are expected to have some experience using Microsoft Excel, but do not require any other prerequisite skills.

+ Course Outline

Module 1: Creating your first visualizations and dashboard

  • Connecting to data in Access
  • Foundations for building visualizations
  • Bringing everything together in a dashboard

Module 2: Working with data in Tableau

  • The Tableau paradigm
  • Connecting to data
  • Working with extracts instead of live connections
  • Metadata and sharing data source connections
  • Joins and blends
  • Filtering data

Module 3: Moving from Foundational to Advanced Visualizations

  • Comparing values across different dimensions
  • Visualizing dates and times
  • Relating parts of the data to the whole
  • Visualizing distributions
  • Visualizing multiple axes to compare different measures

Module 4: Using row-level and aggregate calculations

  • Creating and editing calculations
  • Three levels of calculation
  • Parameters
  • Practical examples of calculations and parameters
  • Ad hoc calculations
  • Performance considerations

Module 5: Table Calculations

  • An overview of table calculations
  • Quick table calculations
  • Scope and direction
  • Addressing and partitioning
  • Advanced table calculations
  • Practical examples

Module 6: Formatting a visualization to look great and work well

  • Formatting considerations
  • How formatting works in Tableau
  • Adding value to visualizations

Module 7: Telling a data story with dashboards

  • Dashboard objectives
  • Example – is least profitable always unprofitable?
  • How actions work
  • Example – a regional scorecard
  • Story points

Module 8: Adding value to analysis - trends, distributions, and forecasting

  • Trends
  • Distributions
  • Forecasting

Module 9: Making data work for you

  • Structuring data for Tableau
  • Dealing with data structure issues
  • An overview of advanced fixes for data problems

Module 10: Advanced techniques, tips, and tricks

  • Sheet swapping and dynamic dashboards
  • Leveraging sets to answer complex questions
  • Mapping techniques
  • Using background images

Module 11: Sharing your data story

  • Presenting, printing, and exporting
  • Sharing a workbook with users of Tableau Desktop or Tableau Reader
  • Sharing data with users of Tableau Server, Tableau Online, and Tableau Public

+ Prerequisites

Basic understanding of Microsoft Excel

+ Certifications